Filed February 7, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,130 | $109,881+114.9% | $150,045+57.4% | $84,808+178.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.49% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,903 | $3,561+37.7% | $4,693+4.5% | $2,631+86.4% |
| Participant deferral / active EE | $11,204 | $6,636+68.8% | $7,997+40.1% | $4,212+166.0% |
| Admin fee / account holder | $7,207 | $8,568-15.9% | $13,435-46.4% | $7,344-1.9% |